交银国际:科技业或在“十五五”期间获得更大的发展机会 坚定看好其技术发展前景和产业链机会
BOCOM INTLBOCOM INTL(HK:03329) 智通财经网·2025-10-28 05:53

Core Viewpoint - The 20th Fourth Plenary Session approved the "Suggestions on Formulating the 15th Five-Year Plan for National Economic and Social Development," indicating significant opportunities for the technology sector during the 15th Five-Year Plan period [1] Group 1: Technology Sector Development - The session emphasized accelerating high-level technological self-reliance and leading the development of new productive forces [1] - The technology industry is expected to have substantial growth potential across various fields [1] - The capital market's support for technology and industry is likely to deepen [1] Group 2: Key Investment Areas - The report highlights promising investment prospects in critical areas such as artificial intelligence algorithms and applications [1] - Other focus areas include new computing, storage, and communication infrastructure, robotics, domestic semiconductor equipment and manufacturing, integrated circuit design, and auxiliary software [1] - Emerging technologies such as next-generation communication, smart vehicles, new consumer electronics, quantum communication and computing, and low-altitude economy are also identified as key investment opportunities [1]